AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+1.25%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$613M
AUM Growth
+$21.4M
(+3.6%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
35.34%
Holding
383
New
38
Increased
64
Reduced
227
Closed
24
Top Buys
| 1 |
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
|
+$15.8M |
| 2 |
WBND
Western Asset Total Return ETF
WBND
|
+$15.6M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$8.44M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$8.39M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$6.49M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$16.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10.4M |
| 3 |
Vanguard Total Bond Market
BND
|
+$5.71M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.41M |
| 5 |
APC
Anadarko Petroleum
APC
|
+$2.36M |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Healthcare | 8.75% |
| 3 | Industrials | 7.53% |
| 4 | Financials | 7.27% |
| 5 | Communication Services | 6.02% |
